Take complete control over permissions through Custom Roles. With this feature, you're able to create new custom roles (other than guest, member, admin) like: super admin, editor, limited member, or any role that suits your needs!

Additionally, Workspace owners have the ability to designate who can create and edit Custom Roles.

Who can use Custom Roles?

  • 1 Custom Role is available on our Business Plus Plan

  • Unlimited Custom Roles and Okta Support are available on our Enterprise Plan

  • By default, only the Workspace owner can create Custom Roles

Creating Custom Roles

Note: When first starting, Custom Roles will only be accessible by the Workspace Owner.

  1. Visit your Workspace settings

  2. Navigate to Security & Permissions

  3. Click on New Role located on the top right of the permissions table

  4. Give your Role a name

  5. Select what type of role this Custom Role belongs to

  6. Click Create

  7. Customize the available permissions

creating a new role in the advanced permissions section by clicking

Granting access to create Custom Roles

Some organizations may want to delegate the ability to manage Custom Roles to others, not just the Workspace owner. We've created a Custom Role permission that helps do just that.

Note: This permission can only be enabled for a custom admin role.

  1. Create a Custom Role based on the admin role

  2. Turn on the Custom Role permission

Deleting Custom Roles

To delete a Custom Role, return to the Security and Permissions page.

  1. Click on the ... menu next to the Custom Role name

  2. Select Delete

  3. Select a role to reassign users to

  4. Click Delete

Delete a custom role by clicking the ellipsis and selecting delete

Okta support for Custom Roles

For Enterprise teams that use Okta for provisioning, Custom Roles fully integrate with Okta!

Any role created in ClickUp can be added as an option within Okta, making it easy to integrate Custom Roles into existing workflows.

Learn how to use Okta for Custom Roles.

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